IRIS

by Reckoning Machines


Research starts with the model.

Investment firms should be able to say why they believe what they believe - and whether it proved out.

Almost none can.

IRIS keeps the model, evidence, reasoning, and decisions connected. AI does the work. You decide.

IRIS model screen with spreadsheet and contextual panel
Spreadsheet

Work in the spreadsheet.

Keep the familiar grid and formulas. IRIS keeps the assumptions, outputs, evidence, and changes around them.

The spreadsheet stays familiar. The context stays with it.

IRIS model screen with spreadsheet and contextual panel
The spreadsheet is where model work, assumptions, outputs, and evidence stay together.
Record

What you believed, and whether it held.

A Method commits to a number before the answer is known. When the answer arrives, the record settles it - held, failed, or revised.

Not a forecast archive. A track record of your firm's reasoning.

Reckoning Machines

Reckoning Machines is an advisory firm for investment companies.

We work on one problem. A firm should be able to say why it believes what it believes, and whether it proved out.

We install the process and the infrastructure that change that, so the belief has a source, the source has a record, and the record eventually settles the question. IRIS is the system we built to do it. The Portfolio Workspace carries the same discipline into the portfolio: what the firm believes, what it should therefore own.

Accountability

Put the reasoning on the record.

Trace what informed the belief. Check the judgment when the answer arrives.